See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 93215 | Recordkeeping | $30,513 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 28 · EIN 61-1758632 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Investment Management | $29,703 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $7,372 |
PEERY & ASSOCIATES, INC.2 years Filed as: PEERY & ASSCOAITES, INC. Service code 12 · EIN 94-3274051 | Claims processing; Consulting (general) | $5,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,697 | $100,923-61.7% | $150,045-74.2% | $74,304-47.9% |
| Participation rate | 93.5% | 70.1%+23.4pp | 82.3%+11.2pp | 60.3%+33.1pp |
| Annual return | 17.88% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.5pp |
| Employer contribution / active EE | $766 | $3,463-77.9% | $4,693-83.7% | $2,241-65.8% |
| Participant deferral / active EE | $4,948 | $6,709-26.3% | $7,997-38.1% | $3,767+31.3% |
| Admin fee / account holder | $243 | $2,767-91.2% | $13,435-98.2% | $2,969-91.8% |